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iShares 0-5 Year High Yield Corporate Bond ETF
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Overview Fund Activity

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
5
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
2
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPA
51
High Probability Advisors
New York
$13.5M +$642K +15,404 +5%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$13.5M -$30.8M -738,699 -70%
FSG
53
Financial Strategies Group
Michigan
$13.4M +$7.47M +179,286 +126%
FAP
54
Financial Advisory Partners
Florida
$13.1M +$152K +3,652 +1%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$12.9M +$6.54M +156,858 +103%
DWP
56
Destiny Wealth Partners
Florida
$12.2M -$2.91M -69,795 -19%
AHC
57
Adell Harriman & Carpenter
Texas
$11.6M -$3.14M -75,415 -21%
FIA
58
Foundations Investment Advisors
Arizona
$11.5M +$5.8M +139,257 +102%
OIA
59
OneDigital Investment Advisors
Kansas
$10.7M -$10.3M -246,136 -49%
AI
60
Atria Investments
North Carolina
$10.5M -$7.39M -177,406 -41%
BC
61
Brookfield Corp
Ontario, Canada
$10.1M – – –
BTI
62
Blue Trust Inc
Georgia
$9.97M +$7.87M +192,450 +375%
AA
63
Alesco Advisors
New York
$9.73M +$36.3K +870 +0.4%
AP
64
Atwood & Palmer
Missouri
$9.72M +$163K +3,910 +2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$9.46M -$5.9M -141,608 -38%
GFG
66
Greystone Financial Group
Michigan
$9.4M +$9.4M +225,447 New
Creative Planning
67
Creative Planning
Kansas
$9.27M +$48.3K +1,159 +0.5%
SWP
68
Summit Wealth Partners
Florida
$9.07M -$691K -16,573 -7%
CI
69
Conning Inc
Connecticut
$8.76M – – –
TCMP
70
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.74M +$124K +2,992 +1%
CCS
71
Concentric Capital Strategies
Connecticut
$8.69M +$8.69M +208,437 New
TC
72
Toews Corporation
New Jersey
$8.34M +$8.34M +200,000 New
DK
73
David Kennon
Florida
$8.32M +$8.32M +199,589 New
TCM
74
Towercrest Capital Management
Pennsylvania
$8.32M +$581K +13,936 +8%
FCIM
75
Fairview Capital Investment Management
California
$8.11M +$78.1K +1,873 +1%
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